Capital Investment Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.33M | Buy |
62,083
+3,166
| +5% | +$374K | 0.13% | 122 |
|
|
2025
Q1 | $7.19M | Buy |
58,917
+1,376
| +2% | +$168K | 0.14% | 118 |
|
|
2024
Q4 | $6.2M | Buy |
57,541
+222
| +0.4% | +$23.9K | 0.13% | 122 |
|
|
2024
Q3 | $6.61M | Sell |
57,319
-2,096
| -4% | -$242K | 0.14% | 126 |
|
|
2024
Q2 | $5.96M | Buy |
59,415
+433
| +0.7% | +$43.4K | 0.13% | 124 |
|
|
2024
Q1 | $5.7M | Sell |
58,982
-1,338
| -2% | -$129K | 0.13% | 125 |
|
|
2023
Q4 | $5.85M | Sell |
60,320
-1,073
| -2% | -$104K | 0.15% | 121 |
|
|
2023
Q3 | $5.42M | Buy |
61,393
+1,542
| +3% | +$136K | 0.15% | 117 |
|
|
2023
Q2 | $5.37M | Sell |
59,851
-2,666
| -4% | -$239K | 0.16% | 106 |
|
|
2023
Q1 | $6.03M | Sell |
62,517
-1,362
| -2% | -$131K | 0.18% | 106 |
|
|
2022
Q4 | $6.58M | Sell |
63,879
-95
| -0.1% | -$9.78K | 0.2% | 103 |
|
|
2022
Q3 | $5.95M | Buy |
63,974
+913
| +1% | +$84.9K | 0.2% | 101 |
|
|
2022
Q2 | $6.76M | Buy |
63,061
+474
| +0.8% | +$50.8K | 0.22% | 96 |
|
|
2022
Q1 | $6.99M | Sell |
62,587
-1,546
| -2% | -$173K | 0.21% | 102 |
|
|
2021
Q4 | $6.73M | Sell |
64,133
-389
| -0.6% | -$40.8K | 0.21% | 102 |
|
|
2021
Q3 | $6.3M | Buy |
64,522
+1,298
| +2% | +$127K | 0.21% | 97 |
|
|
2021
Q2 | $6.24M | Buy |
63,224
+166
| +0.3% | +$16.4K | 0.22% | 93 |
|
|
2021
Q1 | $6.09M | Buy |
63,058
+2,778
| +5% | +$268K | 0.23% | 88 |
|
|
2020
Q4 | $5.52M | Buy |
60,280
+2,829
| +5% | +$259K | 0.23% | 85 |
|
|
2020
Q3 | $5.09M | Buy |
57,451
+436
| +0.8% | +$38.6K | 0.24% | 83 |
|
|
2020
Q2 | $4.56M | Buy |
57,015
+8,737
| +18% | +$698K | 0.24% | 90 |
|
|
2020
Q1 | $3.91M | Sell |
48,278
-3,024
| -6% | -$245K | 0.25% | 88 |
|
|
2019
Q4 | $4.68M | Sell |
51,302
-972
| -2% | -$88.7K | 0.23% | 103 |
|
|
2019
Q3 | $5.01M | Sell |
52,274
-52
| -0.1% | -$4.99K | 0.26% | 93 |
|
|
2019
Q2 | $4.62M | Buy |
52,326
+3,972
| +8% | +$350K | 0.25% | 95 |
|
|
2019
Q1 | $4.35M | Sell |
48,354
-865
| -2% | -$77.9K | 0.25% | 92 |
|
|
2018
Q4 | $4.25M | Buy |
49,219
+66
| +0.1% | +$5.7K | 0.28% | 85 |
|
|
2018
Q3 | $3.93M | Sell |
49,153
-67
| -0.1% | -$5.36K | 0.23% | 91 |
|
|
2018
Q2 | $3.89M | Buy |
49,220
+782
| +2% | +$61.8K | 0.24% | 86 |
|
|
2018
Q1 | $3.75M | Buy |
48,438
+2,902
| +6% | +$225K | 0.24% | 87 |
|
|
2017
Q4 | $3.83M | Buy |
45,536
+1,381
| +3% | +$116K | 0.25% | 84 |
|
|
2017
Q3 | $3.71M | Sell |
44,155
-1,803
| -4% | -$151K | 0.25% | 87 |
|
|
2017
Q2 | $3.84M | Buy |
45,958
+210
| +0.5% | +$17.6K | 0.28% | 87 |
|
|
2017
Q1 | $3.75M | Buy |
45,748
+752
| +2% | +$61.7K | 0.28% | 80 |
|
|
2016
Q4 | $3.49M | Sell |
44,996
-1,578
| -3% | -$122K | 0.29% | 71 |
|
|
2016
Q3 | $3.73M | Buy |
46,574
+602
| +1% | +$48.2K | 0.33% | 69 |
|
|
2016
Q2 | $3.94M | Buy |
45,972
+1,328
| +3% | +$114K | 0.37% | 59 |
|
|
2016
Q1 | $3.6M | Buy |
44,644
+706
| +2% | +$57K | 0.35% | 65 |
|
|
2015
Q4 | $3.14M | Sell |
43,938
-474
| -1% | -$33.8K | 0.32% | 70 |
|
|
2015
Q3 | $3.2M | Buy |
44,412
+205
| +0.5% | +$14.7K | 0.36% | 62 |
|
|
2015
Q2 | $3.12M | Buy |
44,207
+391
| +0.9% | +$27.6K | 0.34% | 73 |
|
|
2015
Q1 | $3.36M | Sell |
43,816
-230
| -0.5% | -$17.7K | 0.36% | 68 |
|
|
2014
Q4 | $3.68M | Sell |
44,046
-550
| -1% | -$46K | 0.41% | 64 |
|
|
2014
Q3 | $3.33M | Buy |
44,596
+78
| +0.2% | +$5.83K | 0.38% | 67 |
|
|
2014
Q2 | $3.3M | Sell |
44,518
-114
| -0.3% | -$8.46K | 0.38% | 72 |
|
|
2014
Q1 | $3.18M | Sell |
44,632
-29
| -0.1% | -$2.07K | 0.4% | 71 |
|
|
2013
Q4 | $3.08M | Buy |
+44,661
| New | +$3.08M | 0.41% | 66 |
|